+523.2%
TEAM vs GD
+190.3%
+332.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.8% | -0.8% | -2.0% |
| 7D | -0.4% | -5.3% | +4.8% | +1.4% |
| 30D | +67.3% | -6.4% | +73.7% | +71.2% |
| 3M | +86.8% | +5.7% | +81.1% | +83.3% |
| 6M | +146.8% | -0.9% | +147.8% | +147.1% |
| YTD | +16.9% | +8.2% | +8.8% | +13.3% |
| 1Y | +12.8% | +13.4% | -0.6% | +7.4% |
| 3Y | -7.3% | +68.5% | -75.8% | -23.4% |
| 5Y | -50.7% | +97.2% | -147.9% | -61.0% |
| All | +523.2% | +190.3% | +332.9% | +353.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded GD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling